KBW Financial Staffing & Recruiting
Relationship Manager- CFP
KBW Financial Staffing & Recruiting, North Hampton, New Hampshire, us, 03862
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Relationship Manager- CFP
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KBW Financial Staffing & Recruiting 1 day ago Be among the first 25 applicants Join to apply for the
Relationship Manager- CFP
role at
KBW Financial Staffing & Recruiting A Top Registered Investment Advisor in the Seacoast Region of NH is hiring a Relationship Manager to help drives sales and current relationships. This role has a need for someone with 8+ years of experience, MUST be a Certified Financial Planner who can help the firm manage and sell to high net worth relationships, sales, trust, taxes and should have a strong business development background. This role is an onsite position and is highly seeking someone from the NH area. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Responsibilities
Serve as the primary financial planning advisor for a portfolio of high-net-worth clients. Deliver comprehensive planning across estate, tax, retirement, education, insurance, and debt management. Collaborate with internal team members to ensure seamless portfolio management and client service. Maintain and grow client relationships through proactive communication and strategic guidance. Contribute to the firm’s growth by bringing an established client base and participating in business development. Support the firm’s long-term vision and culture of excellence and integrity.
Qualifications
Bachelor’s degree required; CFP designation is mandatory. Minimum of 10 years of experience working with high-net-worth individuals, families, and business owners. Proven ability to serve as the lead financial planner and trusted advisor. Demonstrated success managing at least $20 million in assets under management. Deep knowledge of estate, trust, tax, retirement, education, insurance, and debt planning. Familiarity with portfolio management, asset allocation strategies, and macroeconomic trends is a plus.
Salary 175K-225K + Bonus
830am-5pm
KBW789
*MONKBW*
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
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Relationship Manager- CFP
role at
KBW Financial Staffing & Recruiting 1 day ago Be among the first 25 applicants Join to apply for the
Relationship Manager- CFP
role at
KBW Financial Staffing & Recruiting A Top Registered Investment Advisor in the Seacoast Region of NH is hiring a Relationship Manager to help drives sales and current relationships. This role has a need for someone with 8+ years of experience, MUST be a Certified Financial Planner who can help the firm manage and sell to high net worth relationships, sales, trust, taxes and should have a strong business development background. This role is an onsite position and is highly seeking someone from the NH area. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Responsibilities
Serve as the primary financial planning advisor for a portfolio of high-net-worth clients. Deliver comprehensive planning across estate, tax, retirement, education, insurance, and debt management. Collaborate with internal team members to ensure seamless portfolio management and client service. Maintain and grow client relationships through proactive communication and strategic guidance. Contribute to the firm’s growth by bringing an established client base and participating in business development. Support the firm’s long-term vision and culture of excellence and integrity.
Qualifications
Bachelor’s degree required; CFP designation is mandatory. Minimum of 10 years of experience working with high-net-worth individuals, families, and business owners. Proven ability to serve as the lead financial planner and trusted advisor. Demonstrated success managing at least $20 million in assets under management. Deep knowledge of estate, trust, tax, retirement, education, insurance, and debt planning. Familiarity with portfolio management, asset allocation strategies, and macroeconomic trends is a plus.
Salary 175K-225K + Bonus
830am-5pm
KBW789
*MONKBW*
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Staffing and Recruiting Referrals increase your chances of interviewing at KBW Financial Staffing & Recruiting by 2x Get notified about new Relationship Manager jobs in
North Hampton, NH . Vice President, Business Relationship Manager
Newburyport, MA $70,000.00-$80,000.00 1 week ago Seabrook, NH $38,250.00-$59,000.00 3 days ago North Andover, MA $60,000.00-$100,000.00 2 days ago An Intimacy & Relationship Coach (Fully Remote, Flexible, Earn $3,000–$6,000/month)
Greenland, NH $36,000.00-$72,000.00 3 weeks ago Account Executive, Cardiopulmonary (New England)
Portsmouth, NH $75,000.00-$85,000.00 1 week ago Somersworth, NH $76,000.00-$86,000.00 2 months ago Account Executive - The Lee Miller Agency
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Equipment Finance Senior Account Executive - Portsmouth
Somersworth, NH $76,000.00-$86,000.00 2 months ago Senior Business Account Executive, SMB Direct Sales
Commercial Lines Account Executive - Small Business
Enterprise Business Development Manager – Retail
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr